Tatton IM launches blended portfolios alongside DFM

AMC 0.30%, OCF ranges from 0.56% to 0.64%

Victoria McKeever
clock • 1 min read

Tatton Investment Management, the asset management firm of Tatton Asset Management, has launched a range of 'blended' portfolios, to mirror its discretionary fund management (DFM) service.

The range intends to allow IFAs to adopt Tatton's investment style across all investment wrappers and provide a complete centralised investment proposition to their clients. The funds have an annual management charge of 0.30% and ongoing charges of 0.56%, 0.59% and 0.64%, for the cautious, balanced and active portfolios, respectively. Liontrust doubles stake in Tatton AM  Tatton chief executive Lothar Mentel (pictured) said: "Tatton challenged the status quo by offering low cost and efficient DFM by using the inherent advantages to IFAs of trading through platforms. It's clear that...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

Accused of breaching FSMA

Michael Nelson
clock 08 June 2026 • 2 min read
M&G's PruFund coming to Scottish Widows Platform

M&G's PruFund coming to Scottish Widows Platform

First third-party platform launch

Jen Frost
clock 08 June 2026 • 2 min read
Investors move from cash to US equities as confidence improves

Investors move from cash to US equities as confidence improves

Investment Association figures show

clock 05 June 2026 • 3 min read